Create a prep sheet for every new Zoom meeting
Turn a calendar entry into a focused plan before the call starts.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
New meetings get scheduled without a clear agenda, owner, or intended outcome.
- Clarify the meeting goal early
- Create repeatable preparation documents
- Reduce last-minute context switching
Setup
Build it in a few focused steps.
- 1Connect Zoom and DocRaptor in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to create a one-page PDF prep sheet with topic, schedule, attendees if available, agenda prompts, and desired outcome.
- 4Pick New Meeting Created as the trigger.
- 5Choose where run reports go and test with one new meeting.
Questions about this workflow
Can the prep sheet use only Zoom data?
Yes, and you can tell Notis to mark unavailable context as a prompt for the organizer.
Can it be one page?
Yes. State the preferred length and layout in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to DocRaptor. A trigger fires from one place; an action lands in another.
Zoom triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Zoom and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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